Verdicts genuinely change. Free email alert the moment APPIX's does — no target price to set, unlike "Alert" above.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
APPLESEED FUND · Unified Series Trust
11 holdings
UNVERIFIED None of this fund's 11 holdings are companies in our screened equity universe. Our look-through screens equities, so it does not apply to a fund holding bonds, sukuk or other instruments — this is not a gap in our data about the fund.
Largest holdings: Money Market Obligations Trust, VanEck Merk Gold ETF, iShares Bitcoin Trust ETF, N/A, N/A.
11 holdings, 4 matched (12% of weight). Portfolio as of 2025-12-31, filed 2026-02-25. Source: SEC Form N-PORT.
0.64% of this portfolio’s income is non-permissible — weighted across holdings, computed over 12% of portfolio weight (4 of 11 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
Portfolio shares are withheld: coverage is below the floor needed to state one. The holdings themselves are below, because the names are evidence you can check.
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| Money Market Obligations Trust | UNSCREENED | 80.63% | no in-house ratios for this holding |
| PHYS Sprott Asset Management LP | UNRATED | 8.37% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| VanEck Merk Gold ETF | UNSCREENED | 4.04% | no in-house ratios for this holding |
| iShares Bitcoin Trust ETF | UNSCREENED | 1.94% | no in-house ratios for this holding |
| BOL.PA Bollore SE | NON_COMPLIANT | 1.65% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| PHYS Sprott Asset Management LP | UNRATED | 1.52% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| DSX Diana Shipping Inc. | NON_COMPLIANT | 0.57% | AAOIFI143.9% Usmani50.7% Dow Jones Islamic212.5% S&P Shariah194.0% MSCI Islamic41.6% MSCI Islamic M-Series194.0% FTSE Shariah41.6% |
| N/A | UNSCREENED | 0.49% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.49% | no in-house ratios for this holding |
| Moscow Exchange MICEX-RTS PJSC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Sberbank of Russia | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 10 points of portfolio weight — 9.9% of it passes AAOIFI, 0.0% passes Dow Jones Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 9.9% ratios fail on 2.2% 87.6% not rated under AAOIFI
ratios pass on 1.6% ratios fail on 0.6% 97.5% not rated under Usmani
ratios pass on 0.0% ratios fail on 2.2% 97.5% not rated under Dow Jones Islamic
ratios pass on 0.0% ratios fail on 2.2% 97.5% not rated under S&P Shariah
ratios pass on 1.6% ratios fail on 0.6% 97.5% not rated under MSCI Islamic
ratios pass on 0.0% ratios fail on 2.2% 97.5% not rated under MSCI Islamic M-Series
ratios pass on 1.6% ratios fail on 0.6% 97.5% not rated under FTSE Shariah
3 of 11 listed holdings carry our own per-methodology verdicts (12% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 2 (10% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| Money Market Obligations Trustnot matched to a ticker | 80.63% | Not screened |
| PHYSSprott Asset Management LP | 8.37% | Screened, not rated |
| VanEck Merk Gold ETFnot matched to a ticker | 4.04% | Not screened |
| iShares Bitcoin Trust ETFnot matched to a ticker | 1.94% | Not screened |
| BOL.PABollore SE | 1.65% | Non-compliant |
| PHYSSprott Asset Management LP | 1.52% | Screened, not rated |
| DSXDiana Shipping Inc. | 0.57% | Non-compliant |
| N/Anot matched to a ticker | 0.49% | Not screened |
| N/Anot matched to a ticker | 0.49% | Not screened |
| Moscow Exchange MICEX-RTS PJSCnot matched to a ticker | 0.00% | Not screened |
Top 10 of 11 holdings, 99.7% of the fund by weight. Every holding is screened, not only these.
The positions keeping this fund short of 100% compliant by weight.
Verdict history for APPIX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
ℹ️ no compliance scan has run for 2 days - this is not a reading of today
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.